ChoCho

2^11 = 2048

[ChoCho @Lillachocho]

Because jews dont run their country, Larry!

[Laura Loomer @LauraLoomer]

You know why China is on track to beat the United States?

Because they have contained the threat of Islam in their country.

China is a communist country. And even the communists understand the threat of Islamification.

I think about this a lot when I think about the Islamic-communist alliance.

China doesn’t play around with Islam.

Just something I think a lot about.

[Ross Haber @RossHaber]

Check out my latest blog on the Launchpad setup.
https://t.co/IKxC5wQll7

[ChoCho @Lillachocho]

LOOOOOOOL! WHAT!? 😆😆😆😆. Nice

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Importing frozen meat to fix meat prices. Okay, that might work.
What’s the plan for bonds, import frozen yields?
Frozen homebuyers for housing?
Frozen paychecks for wages?

A frozen foreign policy delivers a frozen economy.

The only thing still moving? The Iran boomerang.

[Duckman1717 @duckman1717]

Focus List for Next Week:
$HALO $HCC $SNOW $HNGE $OSCR $HOOD $TEM $RBRK (earnings) $SHOP $FIGR

[ChoCho @Lillachocho]

@qcapital2020 In The Holy name of Double Ds of Mary the Virgin, there shall not be more selling in $RDDT! 😆

[Explosive Media @ExplosiveMediaa]

Bibi wants you to be a good goy and vote for Randy Fine.

[ChoCho @Lillachocho]

@drhossamsamy65 Dildo rabbi! 😆😆😆

[Serenity @aleabitoreddit]

As for names Jensen / Nvidia directly invested in:

- $MRVL (Celestial), $LITE, $COHR for photonics...
- $CCXI (Agility) for humanoids.

I tend to do more complex investing, for my own thought process:

-> I know CPO theme is coming next
-> Nvidia secures all CW laser capacity.
-> Maybe, $AAOI, $MTSI, $AVGO, $SIVE, $SMTC are remaining CW western players.
-> $SIVE probably the highest-beta exposure. SO that was my personal long.

Can probably do something similar for the other themes.

[Serenity @aleabitoreddit]

I feel like AI investing is simpler than what people expect.

Because $NVDA + Jensen literally tells everyone what's coming.

But somehow. Almost every. single. time. Markets dismiss it until it actually happens?

Be Nvidia in 2025: Buys up EML and laser capacity.

Markets dismissing it: "Photonics is a bubble and like quantum! ____ company is a scam with shady management"

1 year later: $LITE +678%, $AAOI +475.12%, $COHR +260.7%, $AXTI +3,843.9%.

_

Nvidia in 2026:

Buys up CW/EML capacity with LTAs. 800V shift. Extraordinary explicit about CPO shift. States Physical AI as the next theme.

Markets now: "CW players are meme stocks! 800v, CPO is not coming anytime soon, Humanoids are not profitable!"

Yeah... We'll see what happens in 2027.

I think I'm putting my money on Jensen/Nvidia as the leading indicator.

[Dario Amodei @DarioAmodei]

1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation.

First, on regulation, I think that “either concentrate it in the hands of a chosen few companies and politicians via regulation or distribute it widely” is a false choice.  I know that there’s a sort of Silicon Valley shorthand where regulation = regulatory capture = concentration of power, but I’ve always found this to be an overly simplified picture of the world.  Many people outside this bubble think of regulation as something that constrains corporate power and benefits ordinary people.  I don’t necessarily agree with that perspective either, rather I think it’s complicated and really depends on what the “regulation” consists of.  But in particular I think that those in the “regulation = regulatory capture = concentration of power” frame often underrate the decentralizing power of objective and fair institutional processes.  A crude analogy is that the formal court system can sometimes feel stuffy and elitist, but it does a much better job of defending the rights of vulnerable individuals than the alternative, mob justice.  At their best, institutions can vest power in ideas rather than people, and thereby decentralize that power.

This is why Anthropic has always made its policy proposals very carefully.  We try very hard to make proposals that disadvantage (slow down) frontier AI companies while *advantaging* smaller competitors.  California’s SB53 (which we supported), and even the much-maligned SB 1047 (which we were ambivalent on), completely exempt any company below a certain amount of revenue or model training costs from being covered at all (it was $500M for SB 53, lower for 1047 but we objected to that).  More recently the testing process we’ve advocated for at CAISI and the White House involves more rigorous tests for frontier models than off-frontier models — something that differentially advantages challengers.  Similarly, the “Pacing the Frontier” letter envisions (or at least Anthropic’s preferred implementation of it envisions) modulating the pace of the very best models while not constraining those who are catching up.  This hurts the business interests of the frontier labs and helps challengers, including open-weights!

Overall my view is that AI is *structurally* a technology that tends to concentrate power, for reasons that have nothing to do with regulation (more to do with the extreme implications of the scaling laws).  Open-weights do help some with this but are nowhere near a sufficient solution because they simply shift the concentration somewhat to those with the most compute and chips (which are roughly the frontier labs plus maybe hardware providers).  By contrast I think the right “rules of the road” can simultaneously (a) address AI’s cyber/bio/alignment risks, (b) institutionally constrain the power of the frontier AI companies, and (c) leave room for open-weights models while also addressing the specific risks that they bring.

BTW I do not think that the events of the last few months have “failed to result in [my] preferred regulatory path”.  The approach that the Trump administration is reported to be taking — pre-deployment testing for frontier models, and also testing of open-weights models when they get closer to the frontier — is one that I am very supportive of, though of course I have to see the details to be sure.  I am also supportive of Demis Hassabis’ ideas around a FINRA-like entity.  This contrasts with six months ago when most of the industry was still pushing for preemption of all state regulation and no apparent federal approach either.

[ChoCho @Lillachocho]

@qcapital2020 market mover!!!

[ChoCho @Lillachocho]

@ImBreckWorsham Sleepy Joe much fatass!

[Niz @NizMhani]

Israel are executing elderly Palestinians in Gaza.

One of a long list of atrocities and war crimes.

Archived. Justice is coming...

[ChoCho @Lillachocho]

@jannemanloy @OwenBenjamin Sure Did Cook him good

[ChoCho @Lillachocho]

@RabbiShmuley DID they tell the Truth ny caöling you genocidal maniacs babykillers and your little fragile feeling got hurt so it is unsafe for jews, correction, zionists like yourselves!? Fuck you!

[ChoCho @Lillachocho]

@RabbiShmuley Hahahaa fuck you own ugly shitstain of a face

[ChoCho @Lillachocho]

@RabbiShmuley I would not even wipr my ass with that book if that was the last paper on Earth and it meant money in your pocket you ballsack haired looking dildo!

[ChoCho @Lillachocho]

@RealSimpleAriel @ericjackson 😆😆😆😆

[ChoCho @Lillachocho]

@RabbiShmuley Fuck Israel!

[ChoCho @Lillachocho]

@RabbiShmuley Stfu dildo schmulay! Go fuck you and your mf ballsack of a face!